See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $380 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,551 | $43,550+55.1% | $63,517+6.4% | $52,331+29.1% |
| Participation rate | 44.2% | 65.7%-21.5pp | 71.0%-26.9pp | 68.1%-23.9pp |
| Annual return | -1.79% | 2.03%-3.8pp | -70.30%+68.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,736 | $2,254+21.4% | $2,953-7.4% | $3,022-9.5% |
| Admin fee / account holder | $6 | $387-98.5% | $5,892-99.9% | $592-99.0% |